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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
Artemis Investment Management
Artemis Investment Management
United Kingdom
$739M +$171M 10 1.25% Increased
277
Causeway Capital Management
Causeway Capital Management
California
$739M -$98M 3 11.8% Reduced
278
Troy Asset Management
Troy Asset Management
United Kingdom
$736M +$157M 2 24.13% Increased
279
Commerce Bank
Commerce Bank
Missouri
$734M +$42.8M 13 8.88% Increased
280
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$732M +$26.6M 17 10.28% Increased
281
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$732M -$242M 12 8.51% Reduced
282
Holocene Advisors
Holocene Advisors
New York
$727M +$519M 10 7.8% Increased
283
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$726M -$8.09M 18 15.44% Reduced
284
AL
AJO LP
Pennsylvania
$726M +$5.86M 9 6.53% Increased
285
TCW Group
TCW Group
California
$720M -$23.8M 9 9.96% Reduced
286
MICM
Matthews International Capital Management
California
$712M -$25.4M 1 45.79% Reduced
287
Capital International Inc
Capital International Inc
California
$711M +$47.1M 8 11.97% Increased
288
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$709M +$20.1M 6 15.27% Increased
289
Banco Santander
Banco Santander
Spain
$703M +$61.3M 8 8.05% Increased
290
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$701M -$77.8M 7 10.02% Reduced
291
Silver Lake Group
Silver Lake Group
California
$698M $0 1 20.68% Maintained
292
CCM
Cantillon Capital Management
New York
$691M +$109M 3 7.64% Increased
293
Pendal Group
Pendal Group
Australia
$689M -$31.8M 10 11.76% Reduced
294
Carmignac Gestion
Carmignac Gestion
France
$688M +$153M 5 11.75% Increased
295
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$684M -$16.1M 6 14.66% Reduced
296
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$675M +$3.48M 13 11.31% Increased
297
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$660M +$40.2M 15 5.22% Increased
298
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$654M -$48.3M 10 9.01% Reduced
299
H
Hexavest
Quebec, Canada
$644M +$471M 9 11.25% Increased
300
Sarasin & Partners
Sarasin & Partners
United Kingdom
$640M +$31.8M 5 12.58% Increased